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Building 2PATHVIEW WEALTH ADVISORS

Map pinSAN DIEGO, CA
Phone619 295 0200
NotebookSEC #801-118761
Total AUM
$583M
Employees
14
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1455 FRAZEE ROAD
SUITE 700
SAN DIEGO
CA 92108
United States
Operating Hours
M-TH: 8AM TO 5PM; FRI: 8AM TO 1PM
Monday - Friday
Phone
619 295 0200

ReceiptFinancials

Total AUM
$583M
Accounts
1,278
Discretionary
$545.8M
Accounts
1,138
Non-Discretionary
$37.2M
Accounts
140

ContactClients

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Individual Clients
229
AUM
$87.1M
HNW Individual Clients
133
AUM
$488.5M
Charitable Organization Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONYORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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